Managed accounts deliver efficiencies to licensees, their advisers and clients, by streamlining portfolio selection and maintenance. BT can help you source and implement a managed account solution that suits your business priorities enabling you to best take advantage of those efficiencies.

Managed accounts give your clients more transparency and control over their wealth. Find out how you can build stronger client relationships, by providing valuable investment education and detailed reporting.

BT Protection Plans offer many types of benefits for your clients. All of our standalone policies can be tailored with add-on benefits as required. Learn how to better protect your clients with our selection of insurance strategies.

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